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Asset Utilization RatioAssets AverageDebt RatioDebt to EquityEBIT MarginEBITDA MarginEBT MarginEnterprise ValueEquity AverageEquity RatioFCF MarginFCF Payout RatioInterest Coverage RatioInvested CapitalNet MarginReturn on AssetsReturn on EquityReturn on Invested CapitalReturn on SalesTimes Interest Earned

Schwab Charles (SCHW) Invested Capital (2016 - 2025)

Schwab Charles has reported Invested Capital over the past 17 years, most recently at $71.5 billion for Q4 2025.

  • Quarterly results put Invested Capital at $71.5 billion for Q4 2025, up 1.3% from a year ago — trailing twelve months through Dec 2025 was $71.5 billion (up 1.3% YoY), and the annual figure for FY2025 was $71.5 billion, up 1.3%.
  • Invested Capital for Q4 2025 was $71.5 billion at Schwab Charles, up from $49.4 billion in the prior quarter.
  • Over the last five years, Invested Capital for SCHW hit a ceiling of $77.0 billion in Q3 2021 and a floor of $36.3 billion in Q1 2023.
  • Median Invested Capital over the past 5 years was $49.5 billion (2025), compared with a mean of $54.8 billion.
  • Biggest five-year swings in Invested Capital: surged 179.0% in 2021 and later tumbled 51.23% in 2022.
  • Schwab Charles' Invested Capital stood at $74.1 billion in 2021, then fell by 22.88% to $57.1 billion in 2022, then rose by 16.86% to $66.8 billion in 2023, then increased by 5.7% to $70.6 billion in 2024, then grew by 1.3% to $71.5 billion in 2025.
  • The last three reported values for Invested Capital were $71.5 billion (Q4 2025), $49.4 billion (Q3 2025), and $49.5 billion (Q2 2025) per Business Quant data.